Sales Tax Audit Appeal Intake Form
Use this form to share the details of a sales tax audit appeal so the case can be reviewed and followed up efficiently.
Business and Contact Information
Business Legal Name
*
DBA / Trade Name
Business Type
*
Please Select
Corporation
LLC
Partnership
Sole Proprietorship
Nonprofit
Government Entity
Other
State or Country of Registration
Primary Contact Name
*
First Name
Middle Name
Last Name
Job Title or Role
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Business Mailing Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Preferred Contact Method
*
Email
Phone
Mail
Audit Notice and Jurisdiction Details
Taxing Authority Name
*
Jurisdiction / State
*
Please Select
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Other
Audit Notice Number / Reference Number
*
Audit Period Start Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Audit Period End Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Date Notice Was Received
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Tax Issue Type
*
Sales Tax
Use Tax
Penalties
Interest
Combination of Multiple Issues
Appeal Status and Deadline
Appeal filing timing
*
Before deadline
Near deadline
After deadline
Unsure
Appeal deadline date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Extension requested?
Yes
No
Pending
Unsure
Prior appeal or protest already filed?
*
Yes
No
Unsure
Dispute Summary and Grounds for Appeal
Concise summary of the audit dispute
*
Specific adjustments being challenged
*
Why the assessment is incorrect
*
Basis for appeal
*
Documentation error
Exempt sales treated as taxable
Jurisdiction error
Calculation error
Duplicate assessment
Incorrect tax rate applied
Incorrect nexus determination
Penalty or interest error
Other
Other basis for appeal details
Amounts and Categories at Issue
Total Assessed Amount
*
Assessed Tax Amount
Assessed Penalty and Interest Amount
Amount Believed to Be Correct
Documents and Evidence
Document Types Provided
*
Audit Notice
Assessment Letter
Correspondence with Taxing Authority
Sales Reports
Exemption Certificates
Invoices
Returns Filed
General Ledger Extracts
POS Reports
Supporting Spreadsheets or Schedules
Other
Upload Documents and Evidence
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Notes on Missing Documents or Unavailable Evidence
Prior Communications and Representation
Have you already contacted the auditor or appeals office?
*
Yes
No
Names and titles of any tax professionals or representatives involved
Is representation currently authorized for this appeal?
*
Yes
No
Summary of prior communication and requested next steps
Follow-Up and Submission Details
Preferred Next Step After Submission
*
Review case
Request phone call
Request email follow-up
Preferred meeting time window
Other
Best Time to Contact
Additional Notes or Special Instructions
Submit Intake
Should be Empty: